Advance Capital Management’s Capital Group Core Equity ETF CGUS Stock Holding History

Advance Capital Management’s Portfolio CGUS Stock Details CGUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$783K	Buy	17,612 +1,497	+9%	+$64.1K	0.03%	91
2026 Q1	$619K	Hold	16,115	–	–	0.02%	95
2025 Q4	$648K	Buy	16,115 +2,906	+22%	+$116K	0.03%	93
2025 Q3	$522K	Buy	13,209 +5,779	+78%	+$222K	0.02%	102
2025 Q2	$274K	Sell	7,430 -775	-9%	-$26.4K	0.01%	136
2025 Q1	$274K	Hold	8,205	–	–	0.01%	126
2024 Q4	$287K	Buy	8,205 +29	+0.4%	+$1.02K	0.01%	120
2024 Q3	$280K	Buy	8,176 +13	+0.2%	+$429	0.01%	121
2024 Q2	$263K	Buy	8,163 +800	+11%	+$25K	0.01%	128
2024 Q1	$229K	Buy	+7,363	New	+$218K	0.02%	133

Other funds holding CGUS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advance Capital Management's CGUS Position: Q2 2026 in Review

Advance Capital Management increased its Capital Group Core Equity ETF (CGUS) stake by 9.3% in Q2 2026, buying an estimated $64.1K and bringing the position to 17,612 shares worth $783K. The position accounts for 0.03% of the portfolio, ranked #91.

Advance Capital Management first reported a position in CGUS in Q1 2024 and has held it in 10 quarters since. 442 funds tracked by Wall St. Rank hold CGUS as of Q2 2026.

Advance Capital Management held 17,612 shares of Capital Group Core Equity ETF worth $783K as of Q2 2026.
Advance Capital Management bought 1,497 Capital Group Core Equity ETF shares in Q2 2026, an estimated $64.1K.
Capital Group Core Equity ETF made up 0.03% of Advance Capital Management's portfolio in Q2 2026, its #91 holding.
Advance Capital Management first reported a position in Capital Group Core Equity ETF in Q1 2024 and has held it in 10 quarters since.
442 funds tracked by Wall St. Rank held Capital Group Core Equity ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.